Simplicity Wealth’s Fortive FTV Stock Holding History

Simplicity Wealth’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,369	Closed	-$300K	–	755
2024 Q2	$300K	Sell	5,369 -122	-2%	-$7.08K	0.01%	944
2024 Q1	$356K	Buy	+5,491	New	+$333K	0.01%	858

Other funds holding FTV

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Simplicity Wealth's FTV Position: Q3 2024 in Review

Simplicity Wealth sold out of Fortive (FTV) in Q3 2024, closing a stake of 5,369 shares — an estimated $300K sold.

Simplicity Wealth first reported a position in FTV in Q1 2024 and held it in 2 quarters. The position peaked at $356K in Q1 2024. 846 funds tracked by Wall St. Rank hold FTV as of Q3 2024.

Simplicity Wealth reported no remaining Fortive position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,369 Fortive shares in Q3 2024, an estimated $300K.
Simplicity Wealth first reported a position in Fortive in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Fortive position peaked at $356K in Q1 2024.
846 funds tracked by Wall St. Rank held Fortive as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.